Dan Wieman submits:As 2009 has come to a close, it’s time to take a look at the Against the Sky Portfolio, check its performance, and test its asset allocation. Overall, I’m pleased with the performance of the portfolio, but in my search for value, I suspect that I’ve drifted from its original intent. Returns In 2009, the net asset value (NAV) of the Against the Sky Portfolio increased from $7.02 to $9.40, a 33.9% return. This compares to a 25.2% return for the S&P 500 (SPY). Since inception, the portfolio was down 6.0% at year end. Since inception of the portfolio, the S&P is down 13.1%.Complete Story »
